CIK: 0001796874
申報總市值
US$14.6億
僅顯示前 200 大持股（共 287 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 11.78% | -0.14% | -69.28% | |
| 2 | AMD | Advanced Micro Devices | 股票-科技 | 7.38% | +0.18% | -67.00% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.00% | -2.68% | -33.99% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 4.36% | +0.13% | -67.66% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.93% | -0.79% | +1710.03% | |
| 6 | ABBV | Abbvie INC | 股票-醫療保健 | 2.88% | -0.02% | -35.38% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.30% | +0.08% | -33.71% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.27% | — | -22.02% | |
| 9 | GTO | Invesco Total Return Bond Et | ETF-其他 | 2.10% | -0.08% | -60.36% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.03% | +0.10% | -50.52% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.84% | — | -31.14% | |
| 12 | IQLT | Ishares Msci International Q | ETF-其他 | 1.53% | — | -64.38% | |
| 13 | GOF | Guggenheim Strategic Opport | 股票-其他 | 1.47% | +0.01% | -93.88% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.42% | — | -48.29% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.27% | -0.44% | +19.21% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.26% | — | +7.83% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.17% | — | -56.97% | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.95% | — | -30.21% | |
| 19 | FMB | First Trust Managed Municipa | ETF-其他 | 0.93% | — | -82.03% | |
| 20 | BP | Bp Plc-spons Adr | 股票-能源 | 0.86% | — | -75.63% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.85% | — | +19.67% | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.85% | — | -11.58% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.74% | — | +13.88% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.71% | — | -18.31% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.71% | — | +8.81% | |
| 26 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.69% | — | -75.30% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | +0.33% | +27.21% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.65% | — | +11.61% | |
| 29 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.65% | — | +4.87% | |
| 30 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.63% | — | -54.76% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.61% | — | -62.32% | |
| 32 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-其他 | 0.57% | — | -52.66% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.56% | -0.10% | +2.61% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | — | -25.18% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.52% | — | +5.38% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.51% | — | +21.69% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | +219.79% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.46% | — | +18.11% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.45% | — | +15.33% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.43% | — | -59.04% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.42% | — | -18.76% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.38% | — | -62.31% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | -9.92% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | -0.06% | -28.69% | |
| 45 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.35% | — | -27.14% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | -21.07% | |
| 47 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.35% | — | -60.36% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.33% | — | -17.72% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.33% | — | -38.36% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.33% | -0.18% | +0.26% |